Wilmington, DE – Heritage Financial Consultants, LLC today announced that Steve McDermott, former Vice President and Senior Financial Consultant at M&T Securities, the investment and insurance subsidiary of M&T Bank, has joined the company as a Financial Planner in the Wilmington, DE office.
McDermott brings more than 20 years of financial services knowledge and experience to the firm. In his role as Financial Planner, McDermott will guide clients through principles of Financial Planning and Wealth Management techniques. The wide variety of strategies McDermott focuses on includes estate planning consultation, investment portfolio design, retirement and income planning, insurance and annuity solutions, group retirement and business succession planning.
“We are excited to welcome Steve to our growing team in Wilmington,” said Brent Fuchs, Partner and Financial Planner, Heritage Financial Consultants. “Steve has deep connections in the community and we are looking forward to expanding upon his expertise in the region.”
As a financial consultant at M&T Securities for the past 8 years, McDermott focused on retirement income planning. McDermott is looking forward to bringing his expertise and commitment to clients in the Wilmington, DE area with the support of the Heritage Financial Consultants team. McDermott currently resides in Harford County in Maryland with his wife Jenny, son Connor and daughter Ava. McDermott is a proud graduate of the University of Maryland College Park.
Led by founder Brian Gracie, Heritage Financial Consultants aims to make a positive impact on the lives of their clients, and their clients’ families, through education and innovative financial solutions. In April 2019, Heritage Financial Consultants celebrated the company’s 20th anniversary, boasting more than $4 billion assets under management across 7 offices in Maryland, Virginia, Delaware and Florida.
If you are interested in contacting Steve McDermott regarding financial services or wealth management, he can be reached at 410 937-7652. His office is located at: 2036 Foulk Road, Suite 104, Wilmington, DE 19810.
About Heritage Financial Consultants
Heritage Financial Consultants is a full-service, independent financial services and wealth management firm headquartered in Hunt Valley, Md. with offices in Wilmington, Del., Preston, Md., Vienna, Va., Naples, FL., and Miami, FL. Heritage Financial Consultants helps individuals, families and businesses gain a sense of security through comprehensive financial services including wealth management, retirement and estate planning, business ownership and succession, insurance and risk management, and employee benefit services. For more information, please visit www.heritageconsultants.com.
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Registered associates of Heritage Financial Consultants, LLC are registered representatives of Lincoln Financial Advisors. Securities and advisory services offered through Lincoln Financial Advisors Corp., a
broker/dealer (Member SIPC) and registered investment advisor. Insurance offered through Lincoln affiliates and other fine companies. Heritage Financial Consultants is not an affiliate of Lincoln Financial Advisors. CRN – 2707086-082919